Research

At B. Riley, our research process is an interactive one where we perform extensive due diligence on companies until the analyst develops the knowledge base and understanding of the company and the industry to make a recommendation. Our analysts continuously monitor industry developments and communicate with the management, competitors, suppliers and customers of the companies we follow, regularly communicating our findings through Research Updates and daily Morning Notes.

While we do not necessarily publish research on all of the companies we review, the knowledge base and understanding of many of our monitored companies parallels that of our covered companies. We actively cover over 100 companies and monitor an additional 100. Our analysts cover small to mid-cap companies that are under-followed or misunderstood by Wall Street. We believe that the pricing of small cap equities is frequently inefficient, and therefore provides the greatest potential rewards to diligent security analysis.

This Week's Research

  • 06/24/16 Update Industry Update - Consumer Products: Overview of U.K./Europe Exposures
  • 06/24/16 Update FINL ($20.12, Buy; $22.00 PT): 1Q17 Headlines were Mixed, as EPS was Better, Comp was Worse and Guidance was Unchanged; However, Near-term Outlook…
  • 06/24/16 Morning Note B. Riley AM Note: AMSWA, JCP, MEI, P, ROG; Focus List Update (ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 06/24/16 Update MEI ($31.98, Buy; $44.50 PT): The Inflection Is Here: Auto Momentum Resuming With Dabir Revenue To Materialize 2H17, Ramp FY18; Adding MEI to Focus…
  • 06/24/16 Update B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 06/24/16 Update AMSWA ($10.32, Buy; $12.50 PT): Reports Strong Q4 ’16 Results; Raising Price Target from $12.00 to $12.50; Reiterate Buy Rating
  • 06/23/16 Update P ($11.95, Buy; $15.00 PT): Engagement and Pricing Tailwinds Drive Operating Leverage Potential; Reiterate Buy and $15.00 PT
  • 06/23/16 Update ROG ($63.15, Buy; $77.00 PT): Reiterating Conviction Buy Rating on Rogers Corporation
  • 06/23/16 Morning Note B. Riley AM Note: CAMP, SMTC
  • 06/23/16 Update CAMP ($14.41, Buy; $29.00 PT): Earnings Preview: Transformed Pure-Play Connected Vehicle IoT Company Trades at 10x Calendar 2017e EPS
  • 06/23/16 Update SMTC ($24.03, Buy; $31.50 PT): A Sound Case For Above-Street Growth At First-Ever A-Day; Retain Buy And $31.50 PT
  • 06/22/16 Morning Note B. Riley AM Note: FINL, IDCC, IMMR, INTC, LLNW, NIKE, NVDA, OSIS, UTEK
  • 06/22/16 Update NKE ($54.77, Buy; $66.00 PT): NKE’s Retail Performance Has Lagged Some of its Peers at Retail in Recent Months, and We Expect This to Translate…
  • 06/22/16 Update IDCC ($57.77, Buy; $69.00 PT): Initial Q2 Guide Below Expectations on Huawei Revenue Recognition Delay; Increasingly Positive on Larger Huawei Relationship…
  • 06/22/16 Update OSIS ($57.48, Buy; $65.00 PT): Acquiring American Science & Engineering, Inc. (ASEI) to Expand Security Portfolio; Raising Estimates and Price Target
  • 06/22/16 Update FINL ($17.53, Buy; $22.00 PT): We Expect 1Q17 Comp/EPS to Essentially be In Line with Consensus; Overall Athletic Footwear Trend Remains Solid and…
  • 06/21/16 Morning Note B. Riley AM Note: AMAT, AMSWA, AVGO, HCHC, LRCX, MEI, MRVL, STMP, SWKS, WMAR; Marine (BC, HZO, MBUU, MCFT, MPX, WMAR)
  • 06/21/16 Initiation of Coverage HCHC ($4.15, Buy; $8.50 PT): Initiating Coverage With a Buy Rating and $8.50 PT
  • 06/21/16 Update MRVL ($10.14, Buy; $15.00 PT): Blue Chip CEO Appointment Augurs Well For Profitable Growth; Buy, $15.0 PT
  • 06/21/16 Update WMAR ($9.16, Neutral; $10.00 PT): Checks Indicating Usage Headwinds Throughout Much of the East Coast; Downgrading to Neutral, Lowering PT from $12…
  • 06/21/16 Update AMSWA ($10.01, Buy; $12.00 PT): Q4 ’16 Earnings Preview; Reiterate Buy Rating and $12.00 Price Target
  • 06/21/16 Update MEI ($29.05, Buy; $44.50 PT): Earnings Preview: Remain Concerned FY17 Revenue Guidance Could Disappoint
  • 06/21/16 Update Industry Update - May Boat Sales +3.3%, Below YTD Trend +6.3% as Unfavorable Weather Hinders Retail; Mix Generally Unfavorable; Lowering Several PTs;…
  • 06/20/16 Update SMTC ($24.08, Buy; $31.50 PT): Expecting Profitable Growth Focus At First-Ever Analyst Day; Retain Buy And $31.50 PT
  • 06/20/16 Morning Note B. Riley AM Note: AMC, CKEC, SMTC